The purpose of this eBook is to share lessons learned and recommendations for best practices as you move forward with your implementation. These recommendations are not intended to be Salesforce specific, but are rather globally applicable recommendations for the implementation of any new technology tool.
Coding isn’t for you and that is not a bad a thing. There are numerous career opportunities available using Salesforce that do not require you to be a programmer.
Campaign Hierarchies use the Parent Campaign field to link any number of child campaigns to a single parent campaign. We provide step-by-step instructions to help you put these into action.
Salesforce is constantly changing and improving. Sometimes it can feel overwhelming to try to be aware of everything going on. This post will explain some key ways to keep track of it all.
More and more nonprofit organizations are using Salesforce to power their mission and create additional value for their constituents. The flexibility, openness and expansive ecosystem of the Salesforce platform allows customers to use the technology the way they want to use it.
The Site Guest User is a special type of user that you use in conjunction with a Force.com site or any application that utilizes a Force.com site. Some examples of this are event management applications, donation applications, volunteer applications, etc. The Site Guest User allows for those external constituents who are registering for an event, making a donation, signing up to volunteer to commit data into your system, essentially making the “sync” of data possible.
I had the pleasure of attending Tahoe Dreamin’ – a Sacramento User Group sponsored event that took place at Lake Tahoe. This event was a jammed packed day of networking, educational sessions and a solid vendor expo.
Identifying learning styles among your users doesn’t need to involve having each user take a quiz or survey. You can likely identify some personality traits or tendencies that indicate one or several learning styles by simply getting to know a person. Making an effort to appeal to different learning styles in your training sessions and training materials could be a game changer for you and your end users.
While we configure Salesforce to be easy to maintain, it does still need someone to look after it. When a new user needs to be onboarded, when existing users have questions, when business process change and need to be reflected in the database, or when something breaks, it’s very helpful for an organization to have a designated go-to person (a Salesforce Guru) to help adapt to the new condition. This post contains expert tips on hiring a Salesforce administrator.
There are many blogs out in the Salesforce ecosystem about being an Admin, a Developer, … Continue Reading